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24 firms listed · 7 in Woodbridge · 11 open weekends · 20 rated 4.5+ · 3 show a license
Data verified October 20, 2026
The 24 firms listed for Woodbridge, NJ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Of the 24 firms we list here, 7 are in Woodbridge itself and 17 come from towns including Staten Island, NY (2, 8 mi), East Brunswick (2, 11 mi) and Bayonne (2, 12 mi). 23 of the firms on this page have a rating, from 3.9 to 5.0 across 1,981 reviews; 11 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (85%) and quality (81%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 11 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are payroll services (3), accounting & bookkeeping (2), business tax returns (2), financial planning (2) and tax planning (2). 3 show a license on their websites; 1 lists staff certifications (CPA) and 4 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 49 years. 3 offer payment plans and 2 offer a free initial consultation. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
